Congratulations, but before you go...

The decision was made to offer you a position of leadership. It is the news you were waiting on and the result you worked for. It’s an amazing opportunity and a step along your career path. With confidence, appreciation, and a bit of anxiety you accepted the opportunity and are looking forward to it. Now what?

Before you assume your new responsibilities, whether they are in your current organization or across the country in a new industry, I wish to offer you a few ideas on how to leave your old team and prepare to join your new organization.

From my perspective, your transition into a new leadership role consists of three distinct phases: departure from the old; research what comes next; and communication with the new. These three phases can easily be tailored to accommodate just about any new role. Also, actions you take in this moment can pay dividends in the future.

Remaining in your current organization may not require as much research as when you relocate or change industries. If you are about to become responsible for a much larger team with direct reports and increased regulatory requirements, your research may be more focused on team experience and exam results. But, if you keep the three phases in mind, maintain a record of your efforts, your transition will go smoother than you might expect.

But before you leave . . .

Typically, you have a few weeks before you start a new role. Maybe more, if you have to relocate. Before you log-off for the last time and turn out your desk light, consider how you want to be remembered. Your departure can be one of sincere appreciation and gratitude for past training and increased responsibilities that led to the new role. On the other hand, an abrupt and indifferent exit can leave your colleagues wondering if they meant anything to you at all. Remember, you frequently cross paths with former colleagues as your careers progress. Strive to leave your colleagues and your organization with the knowledge of your respect and recognition for their contributions to your success.

As soon as you accept a new role, you have an obligation to inform your immediate supervisor. If they know of your desire for increased responsibilities, your success may not surprise them and they may be genuinely happy for you. On the other hand, if your supervisor is not aware that you were seeking a new role, you may surprise them. Your decision may not be well received and your employment may end that day. You may not have any notice or transition period. Those situations are unfortunate, but if your organization behaves in that manner, be prepared.

Regardless of the time you have, recognize those that contributed to your success with a handwritten note of thanks. Remember, we don’t succeed on our own. Your career is influenced by colleagues, mentors, and coaches. I’m sure you have a few in your current position. Take the time to express your appreciation of the time and effort they contributed to your success and how their example influenced your leadership. It may only take a few minutes to write, but you and your note will be long remembered.

Once your departure is known to the human resources department, you may have an obligation to write performance evaluations. In that case, remember that your assessment of your team’s performance impacts their careers, advancement opportunities, and compensation. Don’t rush these evaluations. Your team is counting on you to be fair, accurate, and complete. They deserve nothing less than your best.

Research lays the groundwork for a solid beginning.

The next phase, research, lays a foundation to arrive on Day One confidently rather than confused. Whether you remain with your current organization, relocate to a new city, or join an entirely new industry, research provides a boost up as you step into your new role.

Once you accept the new role, ask the gaining human resources team to identify your direct reports and those you report to. If available, an organization chart allows you to understand where your team fits into the business model. With knowledge of your team and the management structure, take advantage of social media to learn more of the talent and experience of the individuals working with you. Additionally, look into the reputation of the business within the community to learn if they have a culture of support and service.

Sites such as LinkedIn and Glassdoor may provide a wealth of information on the organization, its people, and its character. If you take advantage of the resources available you will walk in on the first day better prepared to begin your new role.

Don’t forget to keep in touch.

The third phase, communication with the new business, ensures you meet their expectations before you arrive. Some companies have requirements associated with background checks, credit reports, or drug testing. Keep in touch with your gaining organization to ensure you are aware of any administrative requirements and fulfill them in a timely fashion. Follow-up to make sure e-mail, mailed correspondence, or test results are received. Your attention to these details sets the tone for your reception on the first day.

If you are relocating, take the time to learn about your new community. Your new organization may help your relocation with financial assistance, house hunting visits, or realtor support. Take advantage of these services. They may prove to be invaluable as you settle into your new role and life in an exciting new locale.

Your reputation precedes you.

Remember, the fashion in which you leave your current organization will leave a lasting impression. In the future, you may have an opportunity to return. Don’t allow a hasty departure to spoil that opportunity. At the same time, how you respond to the administrative needs of your new organization says a lot. Make sure you are perceived as responsive, courteous, and excited to join the new team. They already know your qualifications; make sure your reputation as a leader is established before you arrive.